Keys to success
Print organizers
- Don’t add or remove any questions to the questionnaire.
- Any custom configuration regarding correspondence needs to be cleared so organizers will print with default settings in place.
Prepare batch files
- Do 1 batch per each ERO.
- There is a size limit of 1 GB for the ZIP file.
- CSV requirements:
- Taxpayer email address.
- Client ID that matches the PDF file name of the Organizer.
- Taxpayer First Name
- Taxpayer Last Name, and Taxpayer Email Address
- CSV optional fields:
- Spouse Email (taxpayer can enter this information).
- Taxpayer Country Code and Mobile Number (access codes will go out via email if not provided).
- SpouseCountry Code and Mobile Number (access codes will go out via email if not provided).
